2023 Building Your Successful Tax Practice Including UAC Tax Software
Business in a box. This marketing course includes your software!
VIDEO: Introduction
FREE PREVIEWIntroduction
Table of Contents
Getting Started Right
VIDEO: Developing a Business Plan
FREE PREVIEWDeveloping a Business Plan
VIDEO: Creating a Business Name
Creating a Business Name
VIDEO: Obtaining a Business License
Obtaining a Business License
Obtaining a PTIN
VIDEO: Setting Up Your Office
Setting Up Your "Office"
VIDEO: Office Equipment
Office Equipment
VIDEO: Review
Office Supplies
Income Tax Software
Signing Up For Electronic Filing
Reference Material
Professional Insurance
Bookkeeping System
Session 1: Review Questions
"UAC Tax" Software Overview
To access the Tutorial, you must register
Textbook
"UAC Tax" Tutorial Video
Learning Activity Answer Key: Danielson
VIDEO: Introduction
VIDEO: Marketing vs Advertising
Effective Marketing
VIDEO: Family Friends and Neighbors
Consider Family, Friends, and Neighbors
VIDEO: Your Business Associates
Look to Business Associates
VIDEO: Your Neighbohood
Canvass Your Neighborhood
VIDEO: Press Releases
Create a Press Release
VIDEO: Networking
Network
VIDEO: Market Niche
Find a Niche Market
VIDEO: Signs Signs Signs
Use Signs! Signs! Signs!
VIDEO: Public Speaking - Tax Seminars_
Engage in Public Speaking (Tax Seminars)
VIDEO: Writing Articles
Write Articles
Have a Website
FREE Website for 6 Months
Create a Blog
Online Classifieds
Sample Marketing Materials
VIDEO: Review
Session 2: Review Questions
VIDEO: Introduction
VIDEO: Be Prepared
Comfortable Interviewing Techniques
VIDEO: Be Courteous
Be Courteous
VIDEO: Be Professional
Be Professional
VIDEO: Be Patient
Be Patient
VIDEO: Be Genuiny Interested in Your Client
Be Genuinely Interested in Your Client
VIDEO: Vignette 1 Interviewing a Typical Client
VIDEO: Vignette 2 Interviewing an Unprepared Client
VIDEO: Vignette 3 Interviewing an EIC Client
Pre-scheduling Appointments
Role Playing
Letter of Engagement
Client Organizer
M4 Ch3 Client Update Survey (not in book)
VIDEO: Review
Session 3: Review Questions
VIDEO: Introduction
Profitable Fee Calculations
VIDEO: Consultant Charges - Hourly
Consultant Charges - Hourly
VIDEO: Tax Preparation Charges - Per Form
Tax Preparation Charge - Per Form
Tax Preparation Charge - Time Based
Contingent Fees
Billing Your Clients
VIDEO: Accepting Credit Card for Payment
Accepting Credit Cards for Payment
VIDEO: Increasing Your Fees
Increasing Your Fees
Managing Cash Flow
VIDEO: Guarantee
Guarantee and Form Billing Fees
VIDEO: Review
Session 4: Review Questions
VIDEO: Introduction
Always The Expert Tax Preparer
VIDEO: Tax Preparer Classification
The Professional Professional Tax Preparer
VIDEO: The Ethical Professional Tax Preparer
The Ethical Professional Tax Preparer
Tax Preparer Classification
VIDEO: Continuing Education
Continuing Education
VIDEO: Processing Tax Retrns
Processing Tax Returns
VIDEO: Tax Return Retention Policy
Tax Return Retention Policy
VIDEO: Client Retention
Client Retention
VIDEO: Client Retention Strategy
VIDEO: Nine Success Principles
Nine Success Principles
VIDEO: Review
Session 5: Review Questions
Enrolled, AFSP Participants, and Unenrolled Tax Preparers
Unenrolled Preparers
Becoming an Enrolled Agent
Circular 230 Requirements
Representation Before the IRS
IRS Publications and Documents
Session 6: Review Questions
M4 INDEX - last pages of book
Adam's Setting Up Your Business Checklist - Start Today
What could be next? RSSA
Building Your Successful Tax Practice Exam
Register Now!
This is a great course to take. Everything that you'll need to becoming a Tax Preparer is provided to you and you can learn at your own pace. Coaches and sta...
Read MoreThis is a great course to take. Everything that you'll need to becoming a Tax Preparer is provided to you and you can learn at your own pace. Coaches and staff are great and very responsive and helpful
Read LessThis was a truly enlightening "stepping stone" into this area of accounting professionalism - ("where I for one, honestly never once saw myself dabbling in a...
Read MoreThis was a truly enlightening "stepping stone" into this area of accounting professionalism - ("where I for one, honestly never once saw myself dabbling in areas of Tax advisory/ with already owning a bookkeeping firm, as they say, I was single minded") But alas , it all came to make perfect sense, as through Universals compelling logic! Both go hand in hand, and it just kinda clicked with it being tax season upon us here! So either way, thank you universal! I am still very much so looking forward to crackling open the perks n value of the rest of the program!
Read LessEXTREMELY EASY TO FOLLOW.
EXTREMELY EASY TO FOLLOW.
Read Less